Founding Head of Product - Digital estate planning wealthtech
Founding Head of Product - Digital estate planning wealthtech

Founding Head of Product - Digital estate planning wealthtech

Basildon Full-Time 43200 - 72000 £ / year (est.) Home office possible
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At a Glance

  • Tasks: Lead product vision and delivery for a digital estate planning platform.
  • Company: Inheritly is revolutionising legacy planning with a user-friendly digital platform.
  • Benefits: Enjoy remote work flexibility, equity opportunities, and a chance to shape a startup.
  • Why this job: Join a mission-driven team focused on transforming estate planning into a seamless experience.
  • Qualifications: 5+ years in product management with a proven track record in B2B SaaS.
  • Other info: Be part of a pioneering team backed by top venture funds.

The predicted salary is between 43200 - 72000 £ per year.

Location: UK-based, remote-first (with occasional London meet-ups)

Compensation: Founding equity + pre-seed salary

Start: Immediate

About Inheritly

Inheritly is on a mission to make estate and legacy planning radically simpler, smarter, and more human. We’re building the global platform for digital legacy planning - one that integrates seamlessly into financial advice journeys, helps families plan with clarity, and unlocks lifetime value for advisers. We’re starting with a sharp wedge into the UK IFA market - empowering advisers with a compliance-friendly, client-centric planning tool that improves engagement and drives product conversion. Our Alpha MVP is live, and we’ve secured strong design partner interest. Backed by ARK Venture Studio and Eagle Venture Fund, we’re now looking for a CEO to take the reins and scale Inheritly into a category-defining company.

The Role

We’re seeking a strategic and hands-on Head of Product to own the product vision and delivery of Inheritly. You’ll translate our vision into a product roadmap, build intuitive and compliant user experiences, and work closely with design, engineering, partners, and stakeholders. You’ll lead product development from MVP to scale, with a strong focus on user adoption and progressive enterprise integration.

Mission & Culture Fit

You’re obsessed with building products that customers not only trust - but genuinely love. You see legacy planning as overdue for reinvention, and you’re excited to challenge the status quo with elegant, intuitive solutions. You thrive on translating complex, emotionally charged problems into seamless user experiences.

The skills and experience you will need

  • 5+ years in product management, including experience owning a product roadmap end-to-end.
  • Proven ability to secure product-market fit and go from zero to £2m+ in revenue.
  • Demonstration of data-driven decision making and ability to pivot rapidly.
  • Experience in B2B SaaS (and nice to have in insurtech, legaltech, wealthtech).
  • Excellent communication and stakeholder management skills, including working with enterprise partners.
  • Nice to have: Familiarity with products in regulated industries.

Key Responsibilities

  • Own the strategic product roadmap: Define, prioritise, and communicate product strategy aligned with business goals and customer needs.
  • Over the medium-term lead the design of new product features that deliver recurring revenue.
  • Embedded data and AI into the product roadmap. Data (and perhaps AI) need to drive our roadmap. We need a pragmatic approach based on what is feasible. Inheritly must deliver absolute accuracy—users depend on us during their most sensitive life moments.
  • MVP data-driven prioritisation: Lead the development and launch of the MVP, and continuously iterate based on data and client feedback to refine features, user flows, and optimise business impact.
  • Help build a transformational customer journey: We want to deliver much more value to customers (IFAs and end customers) at much less cost. User expertise is a critical part of this.
  • Cross-functional leadership: Drive seamless collaboration across product, tech, and sales to bring Inheritly’s features from concept to launch.

What success looks like (first 12 months)

  • Define and align the company around a clear 12–24 month product vision and roadmap.
  • Product roadmap formally adopted by leadership and shared cross-functionally by Month 6.
  • Launch Beta/MVP product that solves core user pain points. To hit agreed NPS score after 12 months.
  • Establish a reliable, scalable product development and release process (release cycle to hit agreed cadence by month 6).
  • Build customer understanding and insight loop. Monthly user research sessions embedded into planning by Month 3.
  • Key product decisions traceable to direct user insight or data.

How to apply

Email contact@inheritly.ai with:

  • Your CV or LinkedIn
  • A short note (or Loom) explaining why this role and mission resonate

Founding Head of Product - Digital estate planning wealthtech employer: ARK Venture Studio

Inheritly is an exceptional employer, offering a unique opportunity to shape the future of digital estate planning in a remote-first environment. With a strong focus on employee growth and collaboration, team members are empowered to innovate and drive meaningful change while enjoying the flexibility of working from anywhere in the UK, complemented by occasional meet-ups in London. The culture at Inheritly fosters creativity and a passion for building products that genuinely resonate with users, making it an ideal place for those looking to make a significant impact in a rapidly evolving industry.
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Contact Detail:

ARK Venture Studio Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Founding Head of Product - Digital estate planning wealthtech

✨Tip Number 1

Familiarise yourself with the digital estate planning landscape. Understanding the current trends and challenges in wealthtech will help you articulate your vision for Inheritly's product roadmap during discussions.

✨Tip Number 2

Network with professionals in the B2B SaaS and wealthtech sectors. Engaging with industry peers can provide insights into best practices and may even lead to valuable connections that could support your application.

✨Tip Number 3

Prepare to discuss your experience with data-driven decision-making. Be ready to share specific examples of how you've used data to pivot product strategies or improve user experiences in previous roles.

✨Tip Number 4

Showcase your passion for user-centric design. Think about how you can demonstrate your ability to translate complex problems into intuitive solutions, as this aligns closely with Inheritly's mission.

We think you need these skills to ace Founding Head of Product - Digital estate planning wealthtech

Product Management
User Experience Design
Data-Driven Decision Making
Stakeholder Management
B2B SaaS Experience
Agile Methodologies
Cross-Functional Leadership
Strategic Roadmapping
Customer Journey Mapping
Compliance Knowledge in Regulated Industries
Market Research and Analysis
Iterative Development
Communication Skills
Problem-Solving Skills
Adaptability

Some tips for your application 🫡

Understand the Company Mission: Before applying, take some time to understand Inheritly's mission and values. Reflect on how your experience aligns with their goal of making estate planning simpler and more human. This will help you tailor your application to demonstrate your fit.

Craft a Compelling Cover Note: In your short note or Loom video, clearly articulate why this role excites you and how your background in product management can contribute to Inheritly's vision. Be specific about your experience with B2B SaaS and any relevant industries like wealthtech.

Highlight Relevant Experience: Make sure your CV emphasises your 5+ years in product management, particularly any experience with product roadmaps and securing product-market fit. Use quantifiable achievements to showcase your ability to drive revenue and user adoption.

Showcase Your Communication Skills: Given the importance of stakeholder management in this role, highlight instances where you've successfully collaborated across teams. Provide examples of how you've communicated complex ideas effectively to diverse audiences.

How to prepare for a job interview at ARK Venture Studio

✨Understand the Mission

Before your interview, make sure you fully grasp Inheritly's mission to simplify estate and legacy planning. Be prepared to discuss how your vision aligns with theirs and how you can contribute to making their platform user-friendly and impactful.

✨Showcase Your Product Management Experience

Highlight your experience in product management, especially your ability to own a product roadmap from start to finish. Be ready to share specific examples of how you've achieved product-market fit and driven revenue growth in previous roles.

✨Emphasise Data-Driven Decision Making

Inheritly values data-driven approaches, so come equipped with examples of how you've used data to inform product decisions. Discuss any experience you have with integrating AI or analytics into product development, as this will be crucial for their roadmap.

✨Prepare for Cross-Functional Collaboration

As the Head of Product, you'll need to work closely with various teams. Be ready to discuss your experience in leading cross-functional projects and how you've successfully collaborated with design, engineering, and sales teams to launch products.

Founding Head of Product - Digital estate planning wealthtech
ARK Venture Studio
A
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